PFA
EAFD

Professional Financial Advisors’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

Professional Financial Advisors’s Portfolio EAFD Stock Details EAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-38,639
Closed -$713K – 81
2022
Q4 		$713K Buy
+38,639
New +$698K 0.48% 43

Other funds holding EAFD

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Professional Financial Advisors's EAFD Position: Q1 2023 in Review

Professional Financial Advisors sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q1 2023, closing a stake of 38,639 shares — an estimated $713K sold.

Professional Financial Advisors first reported a position in EAFD in Q4 2022 and held it in 1 quarter. The position peaked at $713K in Q4 2022. 6 funds tracked by Wall St. Rank hold EAFD as of Q1 2023.

  • Professional Financial Advisors reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • Professional Financial Advisors sold 38,639 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q1 2023, an estimated $713K.
  • Professional Financial Advisors first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q4 2022 and held it in 1 quarter.
  • Professional Financial Advisors's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $713K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q1 2023.

Based on Professional Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.